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Our aim is to create "holy shit" moments for investors and traders alike. This is why our thought-provoking videos have been described as "TED Talks for Finance". Watch, learn and profit from the insights of the world's best investors

Oil – The Saudi Factor

Featuring Raoul Pal, Emad Mostaque, Diego Parrilla

Episode Three of ‘The Big Story – Oil’ picks apart the role of Saudi Arabia in the market and their incentive for keeping the price high, ahead of the world’s biggest IPO of Saudi Aramco. But can Saudi control the market until then while the US is increasing market share. Raoul continues his research to finalize his trade position.

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Comments

What's missing for me is a view on the where the dollar goes. Strengthening dollar, all else equal means lower oil price, and weakening, the reverse. What is the view here?

TS

Thomas S.

16 5 2017 01:57

Hotly Debated

10

This is such a great series!

SJ

Stephen J.

15 5 2017 02:38

Hotly Debated

30

US shale producers will continue to drill and produce. The cost of an oil & gas lease in shale areas (Oklahoma and Texas) is running between $5000.00 - $40,000.00 per acre. Depending on the number of acres in a drilling unit, each drilling unit/location can cost millions. They really have no other choice, they must drill to maintain those expensive leases. or the lease expires worthless after the initial term. Oil and gas operators have paid billions for shale lease, they will continue drilling.

SP

Steve P.

14 5 2017 07:31

Hotly Debated

70

Great presentation so far - a huge point emerges here though. With China leading the marginal demand equation, stockpiling like crazy and being the biggest energy investors in overseas oil/energy assets the past decade or so, it begs the question of whether China's interests lie in seeing a lower oil price into the Aramco IPO. That would potentially give China a leg in to a huge reserve supply (we think??) at a much lower cost. Oil for thought !!

JA

Jason A.

14 5 2017 01:33

Hotly Debated

00

I love the music

J

Josh .

13 5 2017 15:00

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10

Great job Raoul , what's with the music?!

BF

Bruce F.

13 5 2017 13:45

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40

one word covers the entire presentation-BRILLIANT

BG

Brad G.

13 5 2017 13:38

Hotly Debated

10

The thinking behind the oil space incentives for all the players is great. Thanks!

JD

John D.

13 5 2017 11:07

Hotly Debated

30

Great Work Raoul... Lots of Interesting angles...

FG

FundamentalAnalysis G.

12 5 2017 19:40

Hotly Debated

10

Open for discussion, but is there any reason why Saudi can't unpeg from the dollar? What would be the consequences..........